Brass Tax Wealth Management’s Walmart WMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$726K Buy
7,424
+489
+7% +$47.8K 0.14% 80
2025
Q1
$609K Buy
6,935
+130
+2% +$11.4K 0.13% 85
2024
Q4
$615K Buy
6,805
+302
+5% +$27.3K 0.13% 83
2024
Q3
$525K Buy
6,503
+1,892
+41% +$153K 0.11% 85
2024
Q2
$312K Buy
+4,611
New +$312K 0.13% 89